Semiconductor News & Analysis Feed
66 articles
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology (
MU
+3.50%
) has become one of the hottest names in the tech sector. While advanced graphics processing units (GPUs) from Nvidia and other players continue to be the foundational hardware powering the artificial intelligence (AI) revolution, Micron's high-bandwidth-memory (HBM) chips are key components in these advanced processors and have become an increasingly important part o
2026-05-28
digitimes.com
2026-05-28
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
2026-05-28
digitimes.com
2026-05-28
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-27
www.barchart.com
2026-05-27
Barchart.com
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
2026-05-27
digitimes.com
2026-05-27
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
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2026-05-26
digitimes.com
2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
digitimes.com
2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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